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New Impact Portfolio Service for financial planners

A new model impact investment portfolio service designed for financial planners is set to launch in early 2022. Impact investment specialist, Worthstone, has partnered with wealth managers Helm Godfrey in a joint initiative called Wellth Impact to offer authentic and competitively priced impact investment portfolios. Helm Godfrey will manage these discretionary model portfolios. Underpinned by […]

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Case study: How to quantify impact investing

Annette Hender, Taylor Made Financial Planning “We’d been interested in impact investing for a very long time, but benchmarking non-financial performance is really difficult. In our quest for a business that could help us measure the impact of an investment, Worthstone stood out.” Annette Hender, Partner & Chartered Financial Planner, Taylor Made Financial Planning Taylor […]

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Case study: How to create an impact investment report

Brittany Wheeler and Paul Hearnden, Hearnden Associates “The portfolio reporting tool generates a bespoke report for clients to show the aggregate impact of the whole portfolio in a clear and visual way. Our clients really like it, plus it saves us time and sets us apart.” Brittany Wheeler and Paul Hearnden, Hearnden Associates Independent financial […]

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Case study: How to build portfolios that truly align with clients’ investment objectives

Murray McEwan MA CFP, Flowers McEwan “Nothing else matches the level of analysis and reporting of Worthstone’s Impact Portal. We’re able to demonstrate clearly to clients the positive impact their money makes.” Murray McEwan MA CFP, Director, Flowers McEwan Independent financial planners Flowers McEwan have been subscribing to Worthstone since 2014. Joint Owner Murray McEwan […]

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Case study: How to cut through ESG noise

Nanette Strover, Hubert Child “The information provided is clear, detailed and visually appealing; our clients are always highly impressed with the Worthstone impact reports we provide them.” Nanette Strover, Director, Hubert Child Ltd Based in Hampshire, independent financial advising firm Hubert Child Ltd has subscribed to Worthstone since 2015. Director Nanette Strover explains how the […]